Quilici Asset Management, LLC

Quilici Asset Management, LLC (CRD# 130240) is a financial advisory firm headquartered in , . They manage $28,181,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $599,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Quilici Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amy R. Quilici
CRD#: 3127652
3626 E. Clement Rd., Boise, ID 83704
93
Wealthminder
score

Amy Quilici (CRD# 3127652) is an Investment Advisor Representative working at Quilici Asset Management, LLC in Boise, ID and has over 18 years of experience in the finance industry.

2
Thomas A. Quilici
CRD#: 2936009
Boise, ID
93
Wealthminder
score

Thomas Quilici (CRD# 2936009) is an Investment Advisor Representative working at Quilici Asset Management, LLC in Boise, ID and has over 19 years of experience in the finance industry.

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